Sentences with phrase «portfolio sizes vary»

Not exact matches

The size of the premium varies depending on the level of risk in a particular portfolio and also changes over time as market risk fluctuates.

Even a flat commission fee varies on a percentage basis depending on the size of the portfolio.

Fees can vary substantially from company to company, but I'd say that depending on the size your portfolio you might be looking at annual charges that run between 0.5 % to 1.5 % a year, plus the annual management fees of the underlying funds).

Indices Are Not Passive Because indices are, to varying degrees, incomplete market portfolios, index construction amounts to active management.2 Providers choose index holdings by size, liquidity, sector, geography, profitability, and the like.

These figures include all mutual fund management and operating expenses, but do not include all possible commissions that may have been charged to buy and / or sell the funds in question, since commission rates vary by portfolio size and the entity or agent that executes the trades.

It's going to greatly vary for each person, depending on portfolio size, quality, location, tolerance for risk, etc..